Kyle Robert Bochat
CPWA®Professional Summary
Kyle Robert Bochat, CPWA® is a registered financial advisor currently at FINANCIAL POTENTIAL WEALTH MANAGEMENT located in Gainesville, Georgia. Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kyle has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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KINGSVIEW WEALTH MANAGEMENT, LLC
Videos & Posts
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KINGSVIEW WEALTH MANAGEMENT, LLC
Contact Information
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KINGSVIEW WEALTH MANAGEMENT, LLC
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Disclosures on record.
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Credentials
Years of Experience
12 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
FINANCIAL POTENTIAL LLC | RICH LEGACY | FINANCIAL POTENTIAL, LLC | FINANCIAL POTENTIAL WEALTH MANAGEMENT
Contact Information
Main Address
210 Washington St Nw Suite 100, Gainesville, GA 30501Phone Number
(770) 287-8718# of Employees
2SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
227AUM (Assets Under Management)
$130,000,000Similar Advisors
KINGSVIEW WEALTH MANAGEMENT, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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KINGSVIEW WEALTH MANAGEMENT, LLC
Primary Firm SEC Registration
FINANCIAL POTENTIAL LLC | RICH LEGACY | FINANCIAL POTENTIAL, LLC | FINANCIAL POTENTIAL WEALTH MANAGEMENT
State Registrations and Notice Filings
(8/28/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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KINGSVIEW WEALTH MANAGEMENT, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Robert Bochat's CRS (Customer Relationship Summary).
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KINGSVIEW WEALTH MANAGEMENT, LLC
